Agency Success Manager

What you’ll do: Serve as a strategic advisor and performance coach to agency owners Develop and execute agency growth plans tied to clear production goals and KPIsCoach owners and producers on sales strategy, pipeline management, conversion, cross-selling, and account rounding Use performance data to identify gaps, diagnose challenges, and drive corrective action Provide guidance on Personal Lines carriers, appetite, products, underwriting requirements, and placement strategy Establish a consistent operating cadence with agencies, including performance reviews, action plans, and follow-through Hold agency owners accountable to commitments and growth objectives Partner with carrier, sales, training, and operations teams to remove barriers to agency growth Identify best practices across high-performing agencies and help scale them across the network

What we’re looking for: 3-5 years of experience in Personal Lines insurance, preferably within the independent agency channel Strong knowledge of Personal Lines P&C insurance, including products, coverage, quoting, underwriting, and carrier requirements. Understanding of carrier relationships, appetite, underwriting, and agency operations Proven experience coaching agency owners, producers, or sales teams Strong commercial mindset with the ability to translate data into actionable growth strategies Highly structured, disciplined, and accountable Comfortable having direct conversations around performance and expectations Strong executive communication and relationship-management skillsA track record of driving measurable sales or agency growth Ideal background: Agency leadership, carrier territory management, agency development, sales leadership, or a similar role supporting the growth and performance of independent insurance agencies. We’re looking for someone who can walk into a conversation with an agency owner, quickly understand the business, identify what is holding it back, and build a clear plan to move it forward. Location & Work Arrangement This position is based in Miami, Florida and requires working from the office. Candidates should be comfortable working in an on-site environment and collaborating closely with agency teams.

Compensation: Competitive salary based on experience and qualifications, plus applicable performance incentives.

Benefits include: Medical, dental, and vision insurance Paid time off 401(k)Professional development and training Employee growth opportunities